AI intake and triage agents for legal teams
No-code AI agents for intake, eligibility, public guidance, and internal help. Embed them on your website or client portal, with structured handoff into your case-management or CRM, and after-hours coverage that never drops a lead.
Why this is worth automating.
Leads and intake requests arrive around the clock, but staff don't. Manual intake is slow, inconsistent, and loses people who came in after hours or didn't fit a narrow form, while staff spend time screening cases that were never a fit.
What we build, step by step.
Configure the agent
We set up an agent for intake, eligibility screening, public guidance, or internal help, tuned to your rules and your voice, with guardrails on what it can and can't say.
Embed where people are
Drop it onto your website, SharePoint, or client portal so it meets people at the point of need, 24/7.
Hand off cleanly
Qualified intakes flow into your case-management system or CRM as structured records, so nothing has to be re-entered.
What you get out of it.
- 01After-hours coverage that never drops a lead
- 02Consistent eligibility screening at the front door
- 03Structured handoff into your existing systems
- 04Staff time freed from repetitive intake
Common questions.
Where can the intake agent be embedded?+
On your website, SharePoint, or client portal. It meets people at the point of need and runs around the clock.
What happens to a qualified intake?+
It is handed off as a structured record into your case-management system or CRM, so your team doesn't have to re-key anything.
How do you keep it from giving legal advice?+
Agents run with guardrails on scope, and conversations can be automatically scanned for unauthorized advice, bias, and scope drift, with flags for human review.
Bring us your version of this.
Intro calls are 30 minutes, free, and useful even if we never work together. We'll be honest about whether this is the right fit for your legal team.